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Atria Investments, Inc: AVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on AVO, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 28,224 AVO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,224 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $332,761.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,471 shares
    Change vs previous 13F -2,522 shares

    <0.01% of the 13F portfolio, value $391,761.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,993 shares
    Change vs previous 13F +2,371 shares

    <0.01% of the 13F portfolio, value $359,519.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,622 shares
    Change vs previous 13F +648 shares

    <0.01% of the 13F portfolio, value $344,036.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,974 shares
    Change vs previous 13F +4,868 shares

    <0.01% of the 13F portfolio, value $327,855.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,106 shares
    Change vs previous 13F -15,469 shares

    <0.01% of the 13F portfolio, value $242,151.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,575 shares
    Change vs previous 13F +5,527 shares

    0.01% of the 13F portfolio, value $554,323.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,675.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).